Notification Settings
Change whether you receive Client Portal notifications via text, email, both, or neither. These texts and/or emails will notify you when there is something on your account that needs your attention, such as a signature on a document.
|
Click on the client's name at the very top of the list.  |
|
Use the buttons in the Notification section to turn notifications on or off. 
|
|
Off |
|
On |
